Add a Note in iPad

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• Add a Note using iPhone

  You will get the option to add a note only after you reply to an email. To add a note Tap the Messages icon in the Zoho CRM app. Email received from the leads and contacts will be listed.  Open an email and tap on the Reply icon. Compose an email and ...

• Add a Follow-up Task in iPad

  To add a follow-up task Tap the Messages icon in the Zoho CRM app. Email received from the leads and contacts will be listed.  Open an email and tap the Task icon. In the Add Task popup, specify the details and tap Save.

• Can I create a report based on the Note Creation Time or Note Modification Time?

  Yes. You can create a report based on the Note Creation Time or Note Modification Time. To do this, specify Note Creation Time or Note Modification Time as the column under the Criteria tab while creating the report.

• Edit Records in iPad

  You can edit the Zoho CRM record from your iPad. To edit a record Tap the Leads, Accounts, Contacts, Potentials, Cases, Products, Vendors, Tasks, Events or Calls module. All the records in the selected module will be listed. Tap the record that you ...

• Delete Records in Ipad

  Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events or Calls module from your ...